Find Confidence In Your Financial Decisions
Fee-based financial planning, retirement planning, and portfolio management for individuals and business owners.
When it comes to managing finances, most people feel disorganized. They need clarity in order to make confident decisions but are unsure how to get there. We provide clarity by helping you understand your options, get organized and put a plan into motion.
Time is the one resource we can not buy more of. We wish we had more of it to do the things we love, but we run busy lives. That's why finding a financial advisor you can trust with your finances is imperative.
Don't fear the unknown. By living your life according to a detailed, well-thought-out financial plan you can experience ultimate contentment.
At Safe Port Financial, we believe that a life of financial contentment comes when your finances are organized, and the decisions you face can be made with a clear mind and confidence. To achieve this, you need a customized financial plan. The problem is that coming up with a strong plan requires time and brainpower to know the best decision for you. If you do not have the time or energy to do this on your own, that can lead to disorganization, making you feel anxious. We believe no one should have to make life-altering financial decisions without professional guidance.
We understand what it's like to have fear and anxiety related to money. This is why we have dedicated the last 35 years to helping a countless number of clients navigate significant life decisions and economic downturns.
So, schedule a call. And in the meantime, check out our e-book titled "Retire Happy: A Simple Guide to Your Next Big Adventure" to learn about some of the best ways you can make life's second act even greater than your first.
“My clients count on me for good, impartial, objective financial advice. Whether it is something big, like what to do with an inheritance, or something simple, like whether or not they should buy or lease a car, I'm a phone call away.”
- Mike Buxbaum, CFP® | President
We put together a comprehensive retirement plan that provides clarity for those looking to retire within the next 10-15 years.
Helping business owners with planning, tax savings, retirement plan strategies, retaining key employees and integrating your business finances with personal finances.
We help families ensure they are on the right track toward their major financial goals.
Our niche in the technology industry has allowed us to provide specialized services to tech workers, including help with stock options.
"I have had the opportunity to work with Mike and the team at Safe Port Financial for over 30 Years. During that time, they have helped my wife and me develop a financial strategy that was right for our goals and objectives, enabling both of us to retire and support ourselves.
The team knows us as people first, understanding what risk levels we are willing to take and then helped put together the plan that fits that need. I have and continue to trust their judgment in what has been a crazy market over the past years. I also can’t say enough about the support team they have and how responsive they are to us."
- Bruce A.
The statement was provided 4/17/23 by Bruce who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Our company has been a 401(k) client of Safe Port Financial Associates LLC for many years. They provide us with professional guidance, fund analysis, and timely market advice. I would strongly recommend Safe Port to anyone who is looking for an advisor who is a pleasure to work with, meticulous, highly responsive, and provides a valuable service and benefit. - Bruce S.
The statement was provided 04/14/2023 by Bruce who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Mike has guided us in pursuing our financial goals over a wide span of our lives, from middle-aged parents preparing to send our children to college to empty nesters looking to the future -- a time during which we've lived in the Boston and Washington DC areas and in New York City. We appreciate Mike's thoughtful research and recommendations, his emphasis on patience and quality, and his personal example of the importance of family and giving back.
Thanks to Mike's advice we've been able to develop a diversified long-term portfolio that reflects our investment philosophy and that gives us the flexibility to take on new opportunities now and in the years to come."
-Burton and Michelle
The statement was provided 4/17/23 by Burton and Michelle who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Helping provide shelter from market storms since 1988.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Estate planning goes beyond the legal documents. It also requires a well-thought-out financial plan so you can leave a lasting legacy. That's where we come in.
Taxes impact our investments and financial decisions greatly. We create a tax strategy to minimize the impact taxes have so you can keep more of your nest egg.
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